Aviva Investors US Equity Inc II 2 £ Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.57%
  • 3 Year sharpe0.16
  • 3 Year alpha-0.78
  • Distribution Typeincome
  • BenchmarkRussell 3000 Value TR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.88%
  • IA SectorNorth America
  • Manager GroupAviva
  • DomicileUnited Kingdom
  • ISINGB00BCGD4P92

Investment Strategy

The Fund aims to grow your investment by providing combined income and capital growth greater than that of the Russell® 3000 Value Index□ over any given 5-year period, by investing in shares of companies listed on North American stock exchanges. Within this combined aim, the Fund seeks to deliver an income of at least 125% of the income of the Russell® 3000 Value Index over any given 12-month period. Both the income and combined return aims are measured before the deduction of Fund charges and tax. Typically, at least 80% of the Fund will be invested in shares of companies listed on North American stock exchanges.

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